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Eagle Ridge Wealth Advisors

Morton, Illinois

Fee-only

Eagle Ridge Wealth Advisors at a glance

  • One of 330 fee-only firms based in Illinois in the Wellspent graph.
  • 1 advisor is listed here, who holds the CFP.
  • Its Form ADV reports 3 employees and 53 individual clients, 33 of them high net worth.
  • Its average account is about $276,000 (assets it manages divided by its 190 accounts).

Fee-only advisors in Illinois · What fee-only advisors charge in Illinois

Facts

Based inMorton, Illinois
Websiteerwealth.com
Email[email protected]
Phone(309) 857-7745

Questions about Eagle Ridge Wealth Advisors

How many advisors does Eagle Ridge Wealth Advisors have in the Wellspent public graph?

The Wellspent public graph lists 1 advisor at Eagle Ridge Wealth Advisors.

What is the average account at Eagle Ridge Wealth Advisors?

Eagle Ridge Wealth Advisors's average account is about $276,000. That's the assets on its Form ADV divided by its 190 accounts.

Eagle Ridge Wealth Advisors fees

Eagle Ridge Wealth Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Paid byPercentage of assets · Hourly · Performance-based fees
Assets managed$52 million
Individual clients20
High-net-worth clients33
Accounts managed190
Employees3
Planning clients26-50
Financial planningOffered
Form ADV filedJanuary 6, 2026
SEC recordCRD 165660

Advisors at this firm (1)

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